Deep dive on Clear ($YOU)
In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].
You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.
Company: Clear Secure
Ticker: (YOU)
Website: ClearMe.com
IPO date: June 30, 2021
IPO price: $31.00
Current stock price: $25.11
Outstanding shares: 149.9 million
52 week high: $54.19 on November 08, 2021
52 week low: $18.79 on March 15, 2022
Market cap: $3.76 billion
Enterprise value: $3.55 billion
Headquarters: New York, New York, United States
Number of employees: 2,200+
Average price target from analysts: $32.50 — 29.4% higher from current price
Investor Relations [click here]
Q2 2022 Earnings Report [click here]
Q2 2022 Earnings Call & Transcript [click here]
Clear announces 12 million members [click here]
Clear partners with Uber [click here]
Outline
Introduction
Company Background
Opportunity
Brands
Business Model
Customers
Competitive Advantages
Management
Culture
Financials
Key Metrics
Risks
Ownership
Valuation
Investment Model
Analysts
Technicals
Conclusion